Craig Cody is a certified tax coach, CPA, Business Owner and former NYC Police Officer with 17 years of experience on the force.
In addition to being a CPA for the past 15 years, he is also a certified tax coach.
As a certified tax coach, Craig belongs to a select group of tax practitioners throughout the country who undergo extensive training and continued education on various tax planning techniques and strategies to become, as well as remain, certified.
With this organization, Craig has co-authored an Amazon best seller book, Secrets of a Tax-Free life.
Welcome Craig!
[3:38] Who is your favorite super hero?
· Spiderman
It’s currently tax season so we’re excited to have you on the show and hope our listeners can pick up some awesome tips from you today.
[5:1] What is proactive tax planning and how can you use it to minimize your taxes?
· Communicating with your accountant/ CPA
· Looking for ways to save money
· Doing it ahead of time—before tax season
[6:12] What is the biggest mistake you see small business owners making regarding their taxes?
· Failing to plan
[7:2] Everyone knows CPAs are money wizards, but how can you use one to maximize your tax benefit?
· He can point out how to save money on your taxes
[8:21] How often should you be in touch with your CPA?
· Business owner- 1 time a month
· Regular person- between April 15th and July 15th
[9:37] Let’s get all your tax secrets for business owners, can you give us a few tips that people can use to make sure they don’t make tax mistakes?
· Communication
· Don’t be afraid to get audited
· Choose the right retirement plan
· Family employment
· Missing medical benefits
Sponsor
[11:13] Chain of Wealth– Katie’s written an awesome guide on some of the best money tipsaround.
Be sure to check it out and learn how to save thousands!
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Value Link Round
[11:44] Why do people fail at achieving their dreams?
· People don’t plan
[12:36] Do you have any books or podcasts you can recommend to our listeners?
· Books: Secrets of a tax free life & Extreme Ownership
[13:20] Favorite quote you like to live by?
· Just do it
· Good is good enough, sometimes
[13:34] Any other last piece of advice
· Communicate with your accountant/ CPA
